See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,319 | $30,400-3.6% | $53,898-45.6% | $84,808-65.4% |
| Participation rate | 15.6% | 46.4%-30.9pp | 55.0%-39.4pp | 68.3%-52.8pp |
| Annual return | 22.40% | 500.19%-477.8pp | 528.60%-506.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $82 | $603-86.3% | $932-91.2% | $2,631-96.9% |
| Participant deferral / active EE | $1,009 | $1,199-15.8% | $1,826-44.8% | $4,212-76.0% |
| Admin fee / account holder | $44 | $1,993-97.8% | $2,491-98.2% | $7,344-99.4% |